Institutional Ownership Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM). We have compiled data on the 771 institutions that hold shares in the stock, with a total of 48.6 Million shares, which have been reported (via 13F filing form) to have a value of $10.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
3,011
shares
|
$627,010
0.01% of portfolio
|
Q3 2024
Added 44.69%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
2,998
shares
|
$624,303
0.25% of portfolio
|
Q2 2024
Reduced 9.15%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
2,989
shares
|
$622,429
0.01% of portfolio
|
Q2 2024
Added 143.21%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,987
shares
|
$622,012
0.04% of portfolio
|
Q3 2024
Reduced 59.64%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
2,987
shares
|
$622,012
0.15% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 18, 2024 Q3 2024 |
2,966
shares
|
$617,639
0.37% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
2,957
shares
|
$615,765
0.39% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,949
shares
|
$614,099
0.02% of portfolio
|
Q3 2024
Added 2682.08%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
2,892
shares
|
$602,230
0.17% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,881
shares
|
$599,939
0.06% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
2,821
shares
|
$587,445
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
2,821
shares
|
$587,445
0.23% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
2,813
shares
|
$585,779
0.46% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
2,801
shares
|
$583,280
0.08% of portfolio
|
Q3 2024
Added 47.34%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
2,800
shares
|
$583,072
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
2,791
shares
|
$581,197
0.02% of portfolio
|
Q3 2024
Reduced 25.15%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
2,786
shares
|
$580,156
0.2% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
2,765
shares
|
$575,783
0.14% of portfolio
|
Q3 2024
Reduced 59.15%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,760
shares
|
$574,742
0.02% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,735
shares
|
$569,536
0.27% of portfolio
|
Q3 2024
Reduced 74.01%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
2,691
shares
|
$560,373
0.08% of portfolio
|
Q3 2024
Reduced 17.91%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,690
shares
|
$560,165
0.07% of portfolio
|
Q2 2022
Reduced 27.1%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
2,675
shares
|
$557,042
0.17% of portfolio
|
Q1 2024
Added 3.88%
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
2,675
shares
|
$557,042
0.34% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
2,672
shares
|
$556,417
0.02% of portfolio
|
Q2 2024
Reduced 63.08%
|